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Retirement tax questions
Ok, so yes there is the correct amount in 2A because I manually entered it in but I am not asked whether it's correct or not. I'm not sure how to switch the entry form to a different view. The company pension was being administrated by JPMC and is / was 100% funded. They decided to move it over to prudential. When I sign on to the prudential site they call it a "group annuity contract" It's still the same amount and everything. The last step I'm presented with
"Is this the first year you began getting regular payments from Prudential?"
Seems like probably yes but I'm not sure. I also don't know what difference it makes.
‎January 17, 2024
3:56 PM